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Kennedy Capital Management’s Waterstone Financial WSBF Stock Holding History

Kennedy Capital Management’s Portfolio WSBF Stock Details WSBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-33,212
Closed -$514K – 707
2020
Q3 		$514K Hold
33,212
– – 0.01% 588
2020
Q2 		$493K Buy
33,212
+98
+0.3% +$1.39K 0.01% 608
2020
Q1 		$481K Buy
+33,114
New +$562K 0.02% 617
2014
Q3 		– Sell
-22,766
Closed -$260K – 785
2014
Q2 		$260K Buy
+22,766
New +$244K ﹤0.01% 729

Other funds holding WSBF

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MFP
Michael F. Price $846M AUM 0.07% 1-Year Est. Return
SCM
Stadium Capital Management New Canaan, Connecticut $40.6M AUM 5.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kennedy Capital Management's WSBF Position: Q4 2020 in Review

Kennedy Capital Management sold out of Waterstone Financial (WSBF) in Q4 2020, closing a stake of 33,212 shares — an estimated $514K sold.

Kennedy Capital Management first reported a position in WSBF in Q2 2014 and held it in 4 quarters. The position peaked at $514K in Q3 2020. 104 funds tracked by Wall St. Rank hold WSBF as of Q4 2020.

  • Kennedy Capital Management reported no remaining Waterstone Financial position as of Q4 2020 after selling out during the quarter.
  • Kennedy Capital Management sold 33,212 Waterstone Financial shares in Q4 2020, an estimated $514K.
  • Kennedy Capital Management first reported a position in Waterstone Financial in Q2 2014 and held it in 4 quarters.
  • Kennedy Capital Management's Waterstone Financial position peaked at $514K in Q3 2020.
  • 104 funds tracked by Wall St. Rank held Waterstone Financial as of Q4 2020.

Based on Kennedy Capital Management's 13F filing for Q4 2020, filed 12 Feb 2021.